SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $458M
1-Year Est. Return 15.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.76%
2 Industrials 0.71%
3 Communication Services 0.29%
4 Financials 0.21%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BR icon
101
Broadridge
BR
$19B
$38.8K 0.01%
163
ED icon
102
Consolidated Edison
ED
$40.6B
$37.7K 0.01%
375
BX icon
103
Blackstone
BX
$100B
$37.6K 0.01%
220
ICE icon
104
Intercontinental Exchange
ICE
$91.3B
$36.7K 0.01%
218
MPC icon
105
Marathon Petroleum
MPC
$62.9B
$34.7K 0.01%
180
CSCO icon
106
Cisco
CSCO
$341B
$34.2K 0.01%
500
AXP icon
107
American Express
AXP
$227B
$33.2K 0.01%
100
DGRO icon
108
iShares Core Dividend Growth ETF
DGRO
$39.3B
$32.5K 0.01%
478
SYY icon
109
Sysco
SYY
$36.5B
$31.7K 0.01%
385
MA icon
110
Mastercard
MA
$465B
$30.1K 0.01%
53
USMV icon
111
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$30K 0.01%
315
BRK.B icon
112
Berkshire Hathaway Class B
BRK.B
$1.02T
$28.7K 0.01%
57
VZ icon
113
Verizon
VZ
$195B
$28.1K 0.01%
640
MGC icon
114
Vanguard Mega Cap 300 Index ETF
MGC
$9.29B
$28.1K 0.01%
115
PAYX icon
115
Paychex
PAYX
$32.9B
$27.9K 0.01%
220
POCT icon
116
Innovator US Equity Power Buffer ETF October
POCT
$1.08B
$26.3K 0.01%
610
IJJ icon
117
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.51B
$24.9K 0.01%
192
LRCX icon
118
Lam Research
LRCX
$334B
$24.1K 0.01%
180
POOL icon
119
Pool Corp
POOL
$8.35B
$23.9K 0.01%
77
DGRW icon
120
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$23.8K 0.01%
268
IWD icon
121
iShares Russell 1000 Value ETF
IWD
$74.8B
$23.8K 0.01%
117
GSLC icon
122
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
$23.7K 0.01%
182
IJR icon
123
iShares Core S&P Small-Cap ETF
IJR
$101B
$22.2K ﹤0.01%
187
ITOT icon
124
iShares Core S&P Total US Stock Market ETF
ITOT
$87.5B
$21.7K ﹤0.01%
149
PANW icon
125
Palo Alto Networks
PANW
$136B
$20.8K ﹤0.01%
102